HAVERFORD FINANCIAL Brokers, Custodians, Auditors and Administrators

Type

Company

HAVERFORD FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The evaluation method that HFS utilizes for securities is Fundamental Analysis, which is the analysis of the facts that affect a company's underlying value. Examples of factors considered in fundamental analysis include debt, cash flow, supply and demand for the company's products, and so forth.

Quality Equity Portfolio
HFS believes that clients’ interests are best served by applying a unified, disciplined investment approach that is consistent over time. The Firm’s investment strategy emphasizes quality, risk control, consistency
and discipline. The Firm invests primarily in companies that exhibit the following characteristics:

HAVERFORD FINANCIAL Portfolio Concentration

HAVERFORD FINANCIAL Location

HAVERFORD FINANCIAL Contact Information

Phone Number: 610-995-8700
Fax Number: 610-995-8795
Website: null

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